Broker Check

Partnering with LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.

A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams. They accomplish this through services and tools such as independent research, compliance services, and technology.

We have partnered with LPL Financial because LPL Financial cares about our ability to make real, impacting relationships with our clients. You can learn more about LPL Financial by visiting

* As reported in Financial Planning magazine 1996-2016, based on total revenues.

Power of Affiliation